See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $117,266 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $32,216 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,654 | $60,607-4.9% | $189,557-69.6% | $86,799-33.6% |
| Participation rate | 92.2% | 68.9%+23.3pp | 78.4%+13.7pp | 72.3%+19.9pp |
| Annual return | 15.32% | 65.18%-49.9pp | 64.17%-48.9pp | 97.91%-82.6pp |
| Employer contribution / active EE | $941 | $1,626-42.1% | $4,412-78.7% | $2,405-60.9% |
| Participant deferral / active EE | $4,410 | $3,895+13.2% | $6,174-28.6% | $4,131+6.7% |
| Admin fee / account holder | $315 | $159+98.6% | $9,807-96.8% | $170+85.9% |